2018-11-15T09:11:54-06:00 2017-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2017-01-01 132847587 PUBLIC AGENDA INC PUBL 2126866610 195 MONTAGUE STREET 11TH FLOOR BROOKLYN NY 11201 WILLIAM K FRIEDMAN PRESIDENT 2126866610 2018-11-15 1 GARRETT M HIGGINS P00543209 2122862600 2018-11-15 4.15.211.182 2018-11-15 08:00:00 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B29914CEB47F2C50F9800CDE5B5AE22990D509AB 2017 2019-02-21 02:37:17Z X WILLIAM K FRIEDMAN 195 MONTAGUE STREET 11TH FLOOR BROOKLYN NY 11201 5950739 0 X WWW.PUBLICAGENDA.ORG X 1982 NY PUBLIC AGENDA IS A NONPARTISAN RESEARCH AND PUBLIC ENGAGEMENT ORGANIZATION. ITS MISSION IS TO STRENGTHEN DEMOCRACY AND EXPAND OPPORTUNITY IN AMERICA BY FOSTERING MORE THOUGHTFUL PUBLIC OPINION, MORE MEANINGFUL PUBLIC PARTICIPATION AND MORE RESPONSIVE PUBLIC INSTITUTIONS. 13 13 30 15 0 0 3326492 2240779 1435041 1079581 -33993 12935 -30174 4103 4697366 3337398 0 0 0 0 2700430 2730102 0 0 445594 2477246 2453442 5177676 5183544 -480310 -1846146 5288341 2849486 650747 237482 4637594 2612004 X PUBLIC AGENDA'S MISSION IS TO IMPROVE DEMOCRATIC PROBLEM SOLVING. WE SEEK TO CONTRIBUTE TO A DEMOCRACY IN WHICH PROBLEM SOLVING TRIUMPHS OVER GRIDLOCK AND INERTIA, AND WHERE PUBLIC POLICY REFLECTS THE DELIBERATIONS AND VALUES OF THE CITIZENRY. 0 0 2685350 272537 HIGHER EDUCATION AND WORKFORCE: AMERICA NEEDS A MORE FLEXIBLE, AFFORDABLE AND HIGHER QUALITY SYSTEM OF HIGHER EDUCATION TO MEET THE DIVERSE NEEDS OF THE MILLIONS OF AMERICANS SEEKING KNOWLEDGE, SKILLS AND CREDENTIALS TO NAVIGATE A RAPIDLY CHANGING WORLD. ACHIEVING THIS GOAL IS CRITICAL FOR SECURING THE CURRENTLY UNCERTAIN FUTURE OF THE AMERICAN MIDDLE CLASS, AND TO FULFILLING AMERICA'S PROMISE AS A LAND OF OPPORTUNITY. FOR BOTH COMMUNITY PROSPERITY AND THE HEALTH OF OUR DEMOCRACY, WE'LL NEED ALL VOICES AT THE TABLE TO MAKE THIS PROMISE A REALITY.WE WORK WITH STUDENTS, FACULTY, ADMINISTRATORS, COLLEGE PRESIDENTS, TRUSTEES, EMPLOYERS AND STATE AND FEDERAL POLICYMAKERS ON THE MOST CRITICAL ISSUES FACING HIGHER EDUCATION TODAY. THESE INCLUDE COMMUNITY COLLEGE STUDENT SUCCESS, TWO-TO-FOUR YEAR TRANSFER POLICY, REFORM OF REMEDIAL EDUCATION, ACHIEVEMENT GAPS, NEW ACADEMIC MODELS, INNOVATION IN TEACHING AND LEARNING AND COLLEGE AFFORDABILITY. 862006 396833 RESEARCH:PUBLIC AGENDA CONDUCTS NUANCED AND IN-DEPTH OPINION RESEARCH, BASED ON CO-FOUNDER DAN YANKELOVICH'S LEARNING CURVE PERSPECTIVE, TO INFORM PUBLIC POLICY AND ENHANCE PUBLIC ENGAGEMENT. 402228 410211 PUBLIC ENGAGEMENT:PUBLIC AGENDA CONDUCTS NUANCED AND IN-DEPTH OPINION RESEARCH, BASED ON CO-FOUNDER DAN YANKELOVICH'S LEARNING CURVE PERSPECTIVE, TO INFORM PUBLIC POLICY AND ENHANCE PUBLIC ENGAGEMENT. 22819 22819 3972403 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 30 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X MICHELLE BROWN-CONWAY CONTROLLER 2126866610 195 MONTAGUE STREET 11TH FLOOR BROOKLYN NY 11201 DR MITCHEL WALLERSTEIN CHAIRMAN 2.00 X X 0 0 0 DR ANN KIRSCHNER VICE CHAIR 2.00 X X 0 0 0 DR LLOYD MORRISETT DIRECTOR 1.00 X 0 0 0 RUTH WOODEN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GATES DIRECTOR 1.00 X 0 0 0 DANIEL YANKELOVICH FOUNDER & CHAIRMAN EMERITUS (THRU 9/2017) 0.50 X 0 0 0 HON DAVID MATHEWS DIRECTOR 0.50 X 0 0 0 NORTON GARFINKLE DIRECTOR (THRU 11/2017) 1.00 X 0 0 0 SHIRLEY M MALCOLM DIRECTOR 0.50 X 0 0 0 BETTY SUE FLOWERS DIRECTOR 1.00 X 0 0 0 WENDY PURIEFOY DIRECTOR 0.50 X 0 0 0 STEPHEN B SCHOENBAUM DIRECTOR 0.50 X 0 0 0 ROBERT Y SHAPIRO DIRECTOR 0.50 X 0 0 0 LILIAN WU DIRECTOR 0.50 X 0 0 0 TAMALA LONGABERGER DIRECTOR (AS OF 11/2017) 0.50 X 0 0 0 WILLIAM K FRIEDMAN PRESIDENT 50.00 X 248557 0 27892 ALISON KADLEC-HASSING SVPDIR OF HIGHER ED/WORKFORCE(THRU 9/2017) 50.00 X 135000 0 35503 JUDITH L WEISSMAN SVP,DIR. OF FINANCE (THRU 10/2017) 50.00 X 174996 0 37429 MATTHEW LEIGHNINGER VICE PRESIDENT 50.00 X 114000 0 7178 PAUL MARKHAM VICE PRESIDENT (THRU 9/2017) 50.00 X 120000 0 19176 DAVID SCHLEIFER VICE PRESIDENT 50.00 X 118557 0 20634 911110 0 147812 6 0 1 0 THE ASPEN INSTITUTE 1 DUPONT CIRCLE HW SUITE 700 WASHINGTON DC 20036 RESEARCH SERVICES 359301 TIDES CENTER PO BOX 29907 SAN FRANCISCO CA 94129 ADMINISTRATION 265907 TEACHERS COLLEGE COLUMBIA UNIVERSITY 525 WEST 12TH STREET BOX 21 47C HORACEMANN NY 10027 RESEARCH SERVICES 212800 ACHIEVING THE DREAM INC 8403 COLESVILLE ROAD SUITE 450 SILVER SPRING MD 20910 RESEARCH SERVICES 173125 SOCIAL SCIENCE RESEARCH SOLUTIONS INC 155 GAITHER DRIVE SUITE A MT LAUREL NJ 08054 RESEARCH SERVICES 142092 5 2240779 155946 2240779 CONTRACT REVENUE 541610 567816 567816 CONSULTING SERVICE FEES 541610 511765 511765 1079581 17871 17871 4103 4103 2608405 2613341 -4936 -4936 -4936 3337398 1079581 0 17038 X 659377 465596 122081 71700 1505587 1063118 278754 163715 67636 47759 12522 7355 356147 251481 65939 38727 141355 99813 26171 15371 6463 6463 32850 32850 206 206 1469991 1319015 47536 103440 11774 1609 10165 101406 95924 792 4690 44957 23502 20421 1034 280954 188836 76115 16003 201058 169089 21946 10023 42702 28701 11569 2432 18552 13867 3871 814 TRANSCRIPTS AND RESEARC 114575 114450 125 FOCUS GROUPS AND PROJEC 87944 87387 557 BAD DEBT EXPENSE 37000 37000 PROFESSIONAL DEVELOPMEN 2335 2256 79 675 675 5183544 3972403 765547 445594 564136 1084804 926096 12950 2673434 828982 20587 15055 158288 83148 99540 75140 962548 801820 42000 30735 5288341 2849486 538555 198443 67763 39039 44429 0 650747 237482 X 893319 1595594 3744275 1016410 4637594 2612004 5288341 2849486 X -1846146 58651 -238095 X X 0 1 X 1 0 X 2938908 1796571 4414474 3326492 2240779 14717224 2938908 1796571 4414474 3326492 2240779 14717224 9565924 5151300 112963 119032 97381 85104 21974 436454 15153678 5504387 0.33990 0.29970 X 18020 1473 16547 110560 74726 35834 29708 6949 22759 75140 X 3164033 58651 -231810 -173159 3337192 206 206 3337398 5189623 6285 6285 5183338 206 206 5183544 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RETURN OF UNSPENT GRANT -231,810. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 6,285. X X X 1 0 0 0 0 0 0 0 0 WILLIAM K FRIEDMAN PRESIDENT 248557 0 0 0 0 0 12428 0 15464 0 276449 0 0 0 ALISON KADLEC-HASSING SVPDIR OF HIGHER ED/WORKFORCE(THRU 9/2017) 135000 0 0 0 0 0 6750 0 28753 0 170503 0 0 0 JUDITH L WEISSMAN SVP,DIR. OF FINANCE (THRU 10/2017) 148330 0 0 0 26666 0 6416 0 31013 0 212425 0 0 0 PART I, LINE 4A IN 2017, JUDITH WEISSMAN, SENIOR VICE PRESIDENT, DIRECTOR OF FINANCE AND ADMINISTRATION, RECEIVED A SEVERANCE PAYMENT OF $26,666. THIS AMOUNT IS REPORTED IN COLUMN (B)(III) OF PART II. X 1 155946 AVG SELLING PRICE 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER REVIEW OF THE FORM 990 BY THE DIRECTOR OF FINANCE AND PRESIDENT OF THE ORGANIZATION, THE FORM, IN ITS ENTIRETY, IS SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS ELECTRONICALLY. ONCE EACH BOARD MEMBER APPROVES THE RETURN, THE ACCOUNTING FIRM IS ADVISED THAT THE FORM 990 IS CLEARED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C PUBLIC AGENDA SENDS TO EACH BOARD MEMBER ANNUALLY A COPY OF ITS CONFLICT-OF-INTERESTS AND CODE-OF-ETHICS FORMS, WHICH EACH BOARD MEMBER MUST FILL OUT, SIGN, AND RETURN TO PUBLIC AGENDA. THE DIRECTOR OF FINANCE REVIEWS THESE FORMS AND ANY CONFLICT-OF-INTERESTS NOTED ON THE FORM ARE BROUGHT TO THE ATTENTION OF THE BOARD AT ITS FALL MEETING AND ARE REVIEWED. NO DIRECTOR SHALL VOTE ON ANY MATTER, UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING, IN WHICH SUCH DIRECTOR HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE DIRECTOR HAVING A CONFLICT OF INTEREST ABSTAINED FROM VOTING. THE LAST TIME THIS PROCESS TOOK PLACE WAS IN MAY 2017. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS ESTABLISHED BY AND REVIEWED BY THE BOARD OF DIRECTORS. AS PART OF THE DECISION PROCESS IN DETERMINING THE PRESIDENT'S COMPENSATION, THE ORGANIZATION USES COMPARABILITY DATA (THE ORGANIZATION USES PRM CONSULTING GROUP'S MANAGEMENT COMPENSATION REPORT FOR NOT-FOR-PROFIT ORGANIZATIONS). THE CHAIRMAN MAINTAINS WRITTEN DOCUMENTATION WITH RESPECT TO THE SALARY APPROVAL. THIS PROCESS WAS LAST CONDUCTED IN 2017. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AGENDA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALSO, THE FEDERAL FORM 990 WHICH INCLUDES FINANCIAL AND OTHER DISCLOSURES IS AVAILABLE ON GUIDESTAR. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,265,538. MANAGEMENT AND GENERAL EXPENSES 26,613. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,292,151. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 52,416. MANAGEMENT AND GENERAL EXPENSES 15,283. FUNDRAISING EXPENSES 103,440. TOTAL EXPENSES 171,139. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 1,061. MANAGEMENT AND GENERAL EXPENSES 5,640. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,701. FORM 990, PART XI, LINE 9: RETURN OF UNSPENT GRANT -231,810. LOSS ON ASSET DISPOSAL -6,285. FORM 990, PART XII, LINE 2C: PUBLIC AGENDA HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.